Trust & Estate Planning

If you have specific wishes regarding what happens to your wealth after you pass, Community Wealth Advisors can ensure that your vision becomes a reality. Along with the peace of mind we can provide, we can also help you avoid unnecessary taxes and court fees. Whether you’re making plans for your personal finances or for business succession, we have solutions.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and the bank are not affiliated. Community Wealth Advisors is a trade name of the bank. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed by insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.